FSI/Principal - Wealth Management - Business Consulting

l / technical architecture to meet strategic client objectives leveraging Design Thinking, Service Blueprinting approach.

• Digitalization of Advisory Platforms covering end to end Advisory lifecycle from Prospecting to Portfolio Management
• Machine Learning driven personalization - life events, investment ideas, service alerts and assessment of client attrition risk
• Virtual Assistant - Cognitive Assistant Pilot (CAP) to guide Financial Advisors and Customer Support Associates in Salesforce.
• Single Social Media hub for Financial Advisors to post content (compliance approved) to multiple social media sites
• Comprehensive portal to do a "Best Match" and find a Financial Advisor (Individual or Teams) by name, nearby location, gender and International Wealth FAs and teams
• Smart App where a prospective client can start a bank relationship, find a Financial Advisor, provide discovery for goal-based planning, and schedule an appointment.
• Social App for the Financial Advisor to create their social media profiles, provide complete user flows for Facebook Business Page Enrollment, LinkedIn Business Page Enrollment and Approver Review.
• Intuitive Advisor Dashboard that provides an advisor full view of his/her book and action items
• Reimage Operations Users Experience to create an Intelligent Ops dashboard (with KPIs, Real-time notifications, SLAs etc.) with direct access to ops systems

Responsibilities

• Set product strategy and influence acceptance and adoption of that strategy with the end user's experience at the center of their decision making.
• Manage the product line life cycle from the strategic planning to tactical initiatives for both vended and custom solutions.
• Managing tracks for functional analysis / SME for specific journeys in Wealth and Trust industry. E.g.: Prospecting, Financial Planning, Portfolio Mgmt., Servicing, Onboarding, Advisor Dashboard
• Specify the market requirements in relation to the business' product for both existing and future products based on market research realized through interactions with the clients, consumers and prospective users.
• Collaborate cross-functionally with business partners including engineering, marketing, design, and sales to allow for the smooth and efficient flow of product activities.
• Work closely with technical departments to ensure user needs are being met and resolve issues as they emerge and evolve.
• Self-starter to stay current on wealth management trends and models re-shaping the industry including competitor news, technology developments, regulations etc.
• Train and nurture junior consultants on project and the wider wealth management practice.
• Lead / contribute to sales pursuits, consulting offerings and internal initiatives to participate in a variety of Firm building events.

Basic Qualifications

• Bachelor's degree or equivalent required

• Prior work experience of 10+ years either in management consulting or directly working on advisory business, technology or operational change initiatives in Wealth Management and Trust industry

• Demonstrated ability in defining, mobilizing, and delivering complex change programs in Asset / Wealth Management firms.

• Excellent presentation and facilitation skills with ability to build relationships at senior management and CXO levels.

• Strong background of leading globally distributed teams comprising both IT and business experts.

• Good understanding of Wealth Management Technology Ecosystem encompassing product vendors and platforms like FIS, SEI, Broadridge, Salesforce, Envestnet, Linedata etc.

• Candidates authorized to work for any employer in the United States without employer-based visa sponsorship are welcome to apply. Infosys is unable to provide immigration sponsorship for this role at this time

Preferred Qualifications

• Strong knowledge of wealth management industry and business models across North America.
• Ability to interact with Financial Advisors, operations, technology and practice leaders alike to understand business models, pain points, regulatory obligations and craft innovative solutions to drive value while balancing standardization.
• Understanding of Advisory Solutions - Firm/Advisory/Client Discretionary Products, SMA, UMA, estate planning, trust services etc.
• Experience working on the industry leading managed account solutions/platforms.
• Experience in UX/UI programs in Wealth Management or Asset Management industry to improve client and/or advisor experience.
• Demonstrate thought leadership, ability to conceptualize and drive new solution / service offerings and take them to market.

General Information

• Location - NY, NJ, Charlotte, Chicago. Hybrid working model - Expected 2-3 days in office based on client policies.
• Flexible "Work from Home" policies and robust infrastructure support enabling uninterrupted remote access to work
• Internal training & leadership programs complemented by industry recognized certifications for reskilling and upskilling
• Formal counselor-counselee system aiding and driving well rounded career growth
• Dedicated mentorship programs, driven by the firm's women leaders for select women consultants, to drive acclimatization and create future-ready leaders
• Return to Work program to ensure smooth transition for career returners, help new parents, and improve work flexibility
• Collaborative and open work environment for our consultants to share professional experiences and learn, and define their own success paths
• This job description may not cover or contain a comprehensive listing of all activities, duties and responsibilities that are required of the employee
• This job description may not cover or contain a comprehensive listing of all activities, duties and responsibilities that are required of the employee.

Along with competitive pay, as a full-time Infosys employee you are also eligible for the following benefits:

• Medical/Dental/Vision/Life Insurance
• Long-term/Short-term Disability
• Health and Dependent Care Reimbursement Accounts
• Insurance (Accident, Critical Illness, Hospital Indemnity, Legal)
• 401(k) plan and contributions dependent on salary level
• Paid holidays plus Paid Time Off